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Trust protectors provide for oversight of trustees and the ability to modify trusts in the event of a change in the law or circumstances.
Ask the right questions about your responsibilities, liability, compensation, and more before agreeing to serve as trustee.
Trustees often make distribution decisions based on their own judgment, rather than the wishes of the grantor.
Learn about factors to consider when choosing a trustee.
There are many risks to using joint accounts for estate planning purposes rather than wills, trusts, and durable powers of attorney.
Beneficiary designations, especially for IRAs and 401(k) plans, are often more important than wills.
A checklist for reviewing revocable living trusts to make sure that they are up to date and meet the grantor’s goals, including trustee and tax provisions.
When multiple generations live together, they need to ask questions about senior care and determine the best form of home ownership.
A special needs trust can make a big difference in the life of a person with a disability.
In Liranzo v. LI Jewish Education/Research, BNY Mellon, the trustee of a special needs trusts is held liable for misspending trust property
